Lenox Wealth Advisors’s DTE Energy DTE Stock Holding History

Lenox Wealth Advisors’s Portfolio DTE Stock Details DTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-13	Closed	-$2K	–	823
2021 Q4	$2K	Buy	+13	New	+$1.49K	﹤0.01%	709
2020 Q1	–	Sell	-7	Closed	-$1K	–	804
2019 Q4	$1K	Buy	+7	New	+$755	﹤0.01%	667
2018 Q1	–	Sell	-2,036	Closed	-$190K	–	547
2017 Q4	$190K	Buy	+2,036	New	+$193K	0.05%	47
2016 Q1	–	Sell	-53	Closed	-$4K	–	297
2015 Q4	$4K	Hold	53	–	–	﹤0.01%	248
2015 Q3	$4K	Hold	53	–	–	﹤0.01%	283
2015 Q2	$3K	Hold	53	–	–	﹤0.01%	243
2015 Q1	$4K	Hold	53	–	–	﹤0.01%	256
2014 Q4	$4K	Sell	53 -53	-50%	-$3.68K	﹤0.01%	263
2014 Q3	$7K	Hold	106	–	–	﹤0.01%	199
2014 Q2	$7K	Hold	106	–	–	﹤0.01%	152
2014 Q1	$7K	Hold	106	–	–	﹤0.01%	145
2013 Q4	$6K	Hold	106	–	–	﹤0.01%	216
2013 Q3	$6K	Sell	106 -176	-62%	-$10.2K	0.01%	144
2013 Q2	$16K	Buy	+282	New	+$16.6K	0.02%	78

Other funds holding DTE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lenox Wealth Advisors's DTE Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of DTE Energy (DTE) in Q1 2022, closing a stake of 13 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in DTE in Q2 2013 and held it in 14 quarters. The position peaked at $190K in Q4 2017. 722 funds tracked by Wall St. Rank hold DTE as of Q1 2022.

Lenox Wealth Advisors reported no remaining DTE Energy position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 13 DTE Energy shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in DTE Energy in Q2 2013 and held it in 14 quarters.
Lenox Wealth Advisors's DTE Energy position peaked at $190K in Q4 2017.
722 funds tracked by Wall St. Rank held DTE Energy as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.